Cooper/Haims Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $799K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $324K | Sell |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $432K | Buy |
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